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The document is a request form for a one-time distribution from a KeyDirect Retirement Plan account. It outlines the necessary information required to process the distribution, including personal details, type of distribution (pre-59 ½, normal, or age 70 ½), amount requested, payment method, and tax withholding options. The document emphasizes the importance of consulting tax and legal advisors due to potential tax consequences and penalties associated with early withdrawals. It also provides general information about retirement plan distributions and exceptions to IRS penalty taxes.

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Versions	Form popularity	Fillable & printable
2013	4.8 Satisfied (166 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is key direct?

KeyDirect is a division of KeyBank that offered accounts to clients where KeyBank does not have any branch locations. At KeyBank, we strive to provide you with the most up-to-date information as quickly as possible.

Is KeyBank insured by the FDIC?

KeyBank is Member FDIC. Key.com is a federally registered service mark of KeyCorp. Material is presented for informational purposes only and should not be construed as individual tax or financial advice.

Is KeyBank a member of the FDIC?

KeyBank is Member FDIC. Key.com is a federally registered service mark of KeyCorp.

What is the phone number for KeyBank retirement operations?

We value the opportunity to answer your questions about our organization and the services we provide. Please complete this form and a Key Retirement Specialist will respond to you. Or, if you wish to speak with someone, please call us at 888-KEY-2020. Note: Please do not send us personal account information.

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